Remote Retirement Plan Growth Consultant

Cetera

Portland (ME)

Remote

USD 90,000 - 110,000

Full time

6 days ago

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Job summary

Cetera is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors, drive growth in employer-sponsored plans, and manage the full sales cycle. You will meet with advisors by phone, web, and in person, offering product knowledge, proposal support, and practitioner education to expand Cetera’s retirement solutions.

The role emphasizes territory ownership in the Southeast and Northeast, travel up to 25-50%, and collaboration with internal teams to optimize client

Qualifications

Bachelor's degree required; 5+ years experience preferred in retirement plan or advisor-facing roles.
7+ years in retirement plan industry with defined contribution sales experience.
FINRA Series 65 required.
Strong prospecting, closing, and market knowledge.
Excellent written and oral communication; organized and detail-oriented.

Responsibilities

Own and develop Southeast and Northeast territories to meet retirement plan sales and asset goals.
Build pipeline and drive adoption of Cetera 401(k) solution.
Manage full sales cycle from discovery to close.
Provide consultative sales support to retirement-focused advisors.
Develop relationships through calls, web meetings, and in-person meetings.
Support proposal generation and client meeting prep for plan opportunities.
Consult on plan opportunities, program adoption, and sponsor benefits.
Document sales activity and campaigns to promote growth.